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Documentation · Integrations

Microsoft 365

Updated May 14, 2026 · FinityAi

This integration connects your Outlook mail and, when you set it up, your Microsoft calendar with FinityAi. You sign in once with Microsoft; FinityAi uses Microsoft Graph the way you allow during consent. Mail-related help in chat uses Assistant tools when you turn them on. Calendar alignment between Outlook and FinityAi’s Personal Calendar is configured on the Microsoft 365 integration page—not by typing magic commands in chat.

What you need

  • A Microsoft work, school, or personal account that is allowed to sign in to third‑party apps. Some organizations block or require admin approval for new apps—if consent fails, ask your IT admin.
  • A normal browser session where you can complete Microsoft’s sign-in and permission screen (pop-up blockers sometimes interfere—allow the redirect back to FinityAi).
  • For calendar sync specifically: turn on Personal Calendar under Integrations → Personal Calendar. Without it, FinityAi has nowhere on your side to put Outlook events during import.

Connect in FinityAi

  1. Open Integrations and enable the Microsoft 365 card so the product knows you intend to use it.
  2. Open Integrations → Microsoft 365. Use Step 1 — Sign in with Microsoft, approve the requested permissions, and return to FinityAi when Microsoft sends you back.
  3. After you see Connected, use Step 2 — Calendar sync on the same page if you want Outlook and Personal Calendar to stay aligned (optional for mail-only use).
  4. To remove FinityAi’s access tokens, use Disconnect on that page. You can also remove the app from your Microsoft account’s app permissions if you prefer.

Calendar sync

Calendar features are not something you “ask for” in chat. They run from the integration screen after you connect, and they need Personal Calendar enabled.

Automatic sync

Turn automatic sync on, choose how often Outlook is imported (for example every 15 minutes)—changes save automatically and an import runs once so status updates right away. Automatic sync only pulls from Outlook into Personal Calendar; sending updates back to Outlook uses Export now when you want it. The page shows next run, last run, last success, and any recent error in plain language. Set your time zone under User settings → Profile so events land on the right local days.

Sync once (manual)

Use Import now to pull a batch of Outlook calendar events into FinityAi (typical range covers recent and upcoming months). Use Export now to push FinityAi Personal Calendar changes up to Outlook. Manual runs are useful right after you connect or when you want an immediate refresh outside the schedule.

Limits to know

Complex recurring meetings may not map one-to-one on export in every case—if something looks off, check both calendars and run another sync after edits. Prefer automatic sync for day-to-day alignment once you are happy with settings.

Assistant: enable tools

For mail in chat, open the Assistant, turn on Tools (or equivalent) in Assistant settings, and keep Microsoft 365 enabled under Integrations. If the assistant says it cannot reach Outlook, confirm the integration shows connected and healthy on the Microsoft 365 settings page first.

New to models and tools? See the Assistant user guide.

Mail vs calendar

Two different surfaces—easy to mix up:

Outlook mail in chat

With Tools on, you can ask in natural language to list or search messages, open a message to read its content, and create drafts. Drafts are stored in Outlook; FinityAi does not silently press “Send” for you—review and send from Outlook when you are ready.

Calendar sync on the integration page

Use the Microsoft 365 integration screen to connect Outlook calendar with Personal Calendar (automatic or manual). That keeps your schedule data aligned in the FinityAi apps; it is separate from asking the assistant to “read my email.”

Sample prompts

The examples below focus on mail in chat. Swap in real addresses, subjects, or message ids—if the assistant needs an id, ask it to list or search messages first.

  • “List unread messages in my inbox from the last two days.”
  • “Show me the 15 most recent messages in my inbox with sender and subject.”
  • “Search my mail for emails from billing@acme.com this month.”
  • “Search my mailbox for messages with ‘invoice’ in the subject.”
  • “Open message [id] and summarize the body.”
  • “Pull up the full text of that message and list who it was sent to.”
  • “Show my last 10 sent messages from Sent Items.”
  • “What’s in my Drafts folder right now?”
  • “List messages in Deleted Items from this week so I can see what I trashed.”
  • “Draft an email to team@example.com with subject ‘Weekly update’ and a short body I can edit before sending.”
  • “Create a draft reply to the latest email from my manager—polite tone, three bullet points max.”
  • “Draft a follow-up to the Acme thread asking for a decision by Friday.”
  • “After I connect calendar, sync Microsoft Calendar into my Personal Calendar.”
  • “Turn on auto-sync so Microsoft and my Personal Calendar stay in step every 15 minutes.”
  • “Run a one-time sync from Microsoft Calendar into FinityAi for the next three months.”
  • “Push my FinityAi Personal Calendar changes up to Microsoft for today and tomorrow.”

Privacy & account

  • Access follows what you approve at Microsoft sign-in and what your organization allows. FinityAi cannot see mail or calendar data you have not permitted through that flow.
  • Tokens used to call Microsoft on your behalf are stored for your FinityAi account so sessions can stay signed in; disconnect here or revoke the app in your Microsoft account if you want to end access.
  • Do not paste passwords or recovery codes into chat. If you share sensitive content by asking the assistant to read a message, remember it may appear in conversation history according to your workspace rules.

If something fails

  • Sign-in does not start or finishes with an error — Your workspace may not have Microsoft sign-in configured for this product, or your tenant may block the app. Try another browser, disable extensions, and contact your admin if your org requires admin consent for new apps.
  • Connected but “Graph” or health checks fail — Use Refresh on the Microsoft 365 integration page. If the problem persists, disconnect and sign in again. Password changes or security policies at Microsoft can invalidate sessions.
  • Assistant never uses mail — Confirm Microsoft 365 is on under Integrations, the integration page shows a healthy connection, and Tools are enabled in the Assistant.
  • Calendar sync does nothing — Enable Personal Calendar first. Confirm you are still connected to Microsoft, then try a manual import or export before debugging automatic schedules.
  • Search returns few or no messages — Try a simpler query, another folder, or open a known message by id. Very large mailboxes may need more specific searches.

Official Microsoft links

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